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Advisor at ARKADIOS WEALTH ADVISORS
Scottsdale, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | Bd affiliated wealth | Nov 8, 2023 | n/a | yes | Scottsdale, AZ | Current employment |
| TRIAD ADVISORS, LLC | Former SEC adviser | Dec 3, 2009 | Nov 10, 2023 | no | ATLANTA, GA|Scottsdale, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIAD ADVISORS, LLC | ARKADIOS WEALTH ADVISORS | Nov 10, 2023 | Nov 8, 2023 | -2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 25803:288863:AZ:2023-11-10 | Nov 10, 2023 | Nov 8, 2023 | SCOTTSDALE, AZ | Firm change |